UBS sees sizable upside in five former Bitcoin miners repurposing their power assets for AI data centers, arguing that scarce grid access and contracted capacity position them to benefit as computing demand surges, though execution and tenant risks remain. Other market coverage points to potential beneficiaries across the broader buildout—including Quanta Services, Keysight, Amphenol, Tutor Perini and Viavi—while noting that higher rates and inflation may complicate the investment outlook.

Tech· Sep 23, 2026

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VIAVI Solutions· Tech · 10 sources · Sep 23, 2026Story

UBS Rates Five AI Hosting Stocks Buy

Tech· Sep 23, 2026

Facts from Wikidata (CC0). Image by ™/®VIAVI Solutions Inc. via Wikimedia Commons (Public domain).

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About VIAVI Solutions

Viavi Solutions Inc., anteriormente parte de JDS Uniphase Corporation (JDSU), es una empresa estadounidense de tecnología de prueba, medición y aseguramiento de redes con sede en Chandler, Arizona. La empresa fabrica equipos de prueba y monitoreo para redes. También desarrolla tecnología óptica utilizada para una variedad de aplicaciones que incluyen el control de calidad de materiales, la lucha contra la falsificación de moneda y la detección de movimiento en 3D, incluido el controlador de videojuegos Kinect de Microsoft.

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Country: United States
Headquarters: Milpitas, San Jose
Inception: 2015
Website: http://www.viavisolutions.com

Coverage spread L20 / C40 / R40

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